Automated Patient Record Creation and Appointment Sync:

When a patient schedules an appointment via Acuity Scheduling, the booking details are automatically synced with Charm Health, creating or updating the patient’s profile with relevant information (e.g., appointment type, time, and patient contact details). Eliminates manual data entry, reducing errors. Ensures up-to-date and accurate patient records. Speeds up the onboarding process, making appointments more efficient.

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Pre-Appointment Forms and Consent Automation:

After an appointment is booked, Charm Health automatically sends necessary pre-visit documents, such as intake forms or consent forms, to the patient via email. These forms must be completed before the appointment, ensuring the care team is well-prepared. Reduces waiting times by completing paperwork in advance. Improves compliance with regulatory documentation requirements. Enhances patient experience by streamlining the pre-visit process.

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Automated Follow-Up Appointments and Care Plans:

Once an appointment in Charm Health is marked as complete, an automated message with a link to Acuity Scheduling is sent to the patient, encouraging them to book follow-ups. Additionally, post-visit instructions or care plans can be sent automatically. Improves patient engagement with easy follow-up scheduling. Increases adherence to treatment plans with timely reminders. Reduces staff workload by automating post-visit communications.